Using the Broadstripes API

The Broadstripes API allows you to retrieve data from a project via HTTP request, whether generated by a shell program such as curl or a scripting language. The API provides two kinds of data — a JSON array of specific attributes for a list of contacts matching the...
Converting custom fields into external system IDs

Converting custom fields into external system IDs

External Systems data consist of unique IDs that originate from sources outside the application, such as another database. These unique values are specific to individuals or organizations and can be used for matching when importing data into Broadstripes. Leveraging...

Broadstripes Security Overview

Broadstripes Security Overview General security best practices All information on the wire is SSL encrypted SHA-256. All remote access is done through private keys, with no password authentication. Server infrastructure is walled off via Amazon’s Virtual Private Cloud...
Creating Basic Reports for Leaders

Creating Basic Reports for Leaders

Creating reports for the organizing leaders in your project is essential for organizing efficiency. You can generate these reports in a couple of different ways, and this article will guide you through the process for each: The Basic List Report Method Modify your...
Uploading Shape Files

Uploading Shape Files

Shapefiles are predefined geographic shapes that delineate key areas within a specified region. They are valuable tools for identifying geographic entities such as legislative boundaries, districts, and neighborhoods. Utilizing shapefiles in projects can provide...
Set a SMS notification number

Set a SMS notification number

When using SMS messaging, Broadstripes will notify you when you receive a response from a worker or member. The app needs to know where to notify you, so you must register a mobile phone number to receive the notification. This article will show you how to set up a...

Getting a project ready for texting

Text messaging is an effective communication channel for engaging with employees or project team members. To facilitate SMS messaging within your project, a verification process with our designated SMS provider is essential. Mobile carriers enforce this step to...
Changing your login email

Changing your login email

You may need to change the email address that you use to log into Broadstripes and receive communications. (Can no longer access email, email has been compromised, etc.) Users can change the email that is associated with their user login on their personal settings...
Splitting names into separate columns for data import

Splitting names into separate columns for data import

  When importing data into Broadstripes, it is essential that your data is in “good shape” and in the correct format. One common formatting issue is a single name column in your spreadsheet that includes the full name instead of the first name, middle...
Data Import Fields

Data Import Fields

Prepare your spreadsheet for import In this article, we will explain how to prepare various types of data for import. The table below outlines the different data fields and their required formatting to ensure a smooth and efficient upload. Certain data fields will...
Changing phone contact info in bulk

Changing phone contact info in bulk

On occasion, you will need to change phone numbers from one phone type to a different phone type (eg, Home phone to cell phone). When you need to switch many phone numbers, changing the phone types (or other phone metadata) one by one could become tedious. There is a...
Utilizing Change explorer

Utilizing Change explorer

Overview The Change explorer on the Recent Changes tab gives a more effective level of detail about changes that have occurred in your project. Change explorer gives you all the details to identify how, when, and by whom changes were made throughout your project....
Working with Timeline types

Working with Timeline types

Overview A contact timeline is a perpetual history of notes, events, conversations, and interactions with a contact. The timeline will record and display emails, text messages, changes in assessments, and other important subjects. A timeline item provides details on...
Scheduling Reports

Scheduling Reports

Overview Broadstripes enables you to automate report generation either once at a future date or on specified recurring schedules. You can set reports to run daily (including business days only), weekly, or monthly. Moreover, these reports can be automatically emailed...